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IRONVIEW CAPITAL MANAGEMENT, LLC

CONSHOHOCKEN, PA · CRD 150250 · IAPD ↗ · ironview.com · 215-793-0111

$1.39BRegulatory AUM
9Advisory reps
12Employees
0Clients
0Planning clients
1Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — IRONVIEW CAPITAL MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — IRONVIEW CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($851.0M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2024 — IRONVIEW CAPITAL MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — IRONVIEW CAPITAL MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.